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SunWise Elite CI PSS i40/e60 Basic Gtee (F00000LN8K.TO)

15.91 Up 0.04(0.25%) Jul 11
Prev Close:15.87
YTD Return*:4.16%
Net Assets*:N/A
Yield*:N/A

* As of 31-May-14

Quotes delayed, except where indicated otherwise. Currency in CAD.

Headlines

  • No Headlines available for F00000LN8K.TO at this time.

Top Holdings

Symbol% AssetsYTD Return %
CI Select Income Managed Corp Class32.11N/A
CI Select Income Adv Mgd Corp Cl A28.09N/A
CI Select US Equity Managed Cor Cl I22.68N/A
CI Select Intl Equity Managed Corp Cl I16.70N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:NaN
Category:Global Equity Balanced
Annual Report Expense Ratio (net):NaN%

Performance & Risk

YTD Return:4.16%
5y Avg Return:9.39%
Rank in Category (ytd):74
% Rank in Category (ytd):9.65%
Beta (3y):0.90
Morningstar Risk Rating:2

Fund Summary

To provide conservative returns from a diversified portfolio of income securities, with a small amount of exposure to equity securities to seek conservative capital growth. It aims to invest 40% of its assets in a pool that invest primarily in income securities and 60% of its assets in pools that invest primarily in equity securities. No new contributions will be accepted. View More
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